Get ready to massively elevate your bookkeeping business
Become a collaborative CFO or controller & Elevate your skills and client experience in just 4 weeks. The sprint begins July 5
*Learn in 4 weeks how to:*
**Week 1** review your team’s work (aka the bookkeeping) so you’re confident in the data without having to do it yourself
BONUS RESOURCE: balance sheet cheat sheet
**Week 2** interpret the financials and pull out KPIs that matter. Prep for your client meetings.
BONUS RESOURCE: The KPI Guide
**Week 3**compile + present financials quickly and easily so clients understand and don’t get overwhelmed
BONUS RESOURCE: The Monthly Financial Summary Email Template
**Week 4**guide your clients into better habits, making better decisions from their numbers, and become the collaborative controller or CFO that they need.
BONUS RESOURCE: The “5 Minute Financials” Script
***BONUS coaching in a group voxer channel to ask questions between calls***
*How it works:*
We work through the weekly content in a live teaching workshop format. Once a week you set aside 2 hours for this live workshop to get hands on teaching & training. This would be like working inside of Serena’s firm and have access to her to guide you through a training in a process.
You bring one client file that you know well (to work on for yourself)
This means: the bookkeeping is complete for at least 6 months, data is clean, and you understand the client’s industry fairly well.
During the workshop, Serena will teach a lesson and will workshop on a demo client while you follow along with your own client file, and can ask questions as you work on it.
She’ll be teaching in whichever software is the most common among the group (Xero or QBO), and use Excel & Liveplan.
You’ll get access to the replays for life
This will be a very special SMALL founding cohort to beta test this format and extract Serena’s knowledge so more bookkeepers and accountants can serve their clients better.
Our industry has dried out antiquated ways of teaching but you KNOW Serena will teach her genius (from her days as a controller in a hybrid finance role) without making you feel stupid, and she’ll make sure you have a solid foundation for growing your team and/or providing those coveted “advisory services.”
All sales are final. This is an installment plan and by purchasing you agree to fulfill your 3 payments.
Pay in full HERE >